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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
901
Stokes Family Office
Louisiana
$848K +$10.3K +68 +1%
CT
902
Caldwell Trust
Florida
$846K +$27.3K +180 +3%
RIA
903
Realta Investment Advisors
Delaware
$844K +$4.25K +28 +0.5%
VHAM
904
Van Hulzen Asset Management
California
$841K -$48.2K -318 -6%
AWM
905
Altium Wealth Management
New York
$841K +$380K +2,508 +90%
RI
906
Redwood Investments
Massachusetts
$840K – – –
CAMG
907
CWA Asset Management Group
Florida
$840K +$3.03K +20 +0.4%
FAIM
908
Financial Advocates Investment Management
Washington
$835K -$6.82M -45,012 -90%
NL
909
NWAM LLC
Washington
$834K -$700K -4,616 -47%
QT
910
Quantbot Technologies
New York
$834K +$798K +5,266 New
SP
911
Symmetry Partners
Connecticut
$832K – – –
V
912
VeraBank
Texas
$827K -$53.1K -350 -6%
MFA
913
Mayflower Financial Advisors
Massachusetts
$821K -$6.52K -43 -0.8%
KA
914
Kintegral Advisory
New York
$816K +$17.4K +115 +2%
WEG
915
World Equity Group
Illinois
$813K +$778K +5,132 New
CBB
916
Citizens Business Bank
California
$810K -$60.6K -400 -7%
ACP
917
Ashfield Capital Partners
California
$808K – – –
AWA
918
Arkadios Wealth Advisors
Georgia
$806K -$103K -682 -12%
CCFM
919
Clear Creek Financial Management
Washington
$805K -$38.4K -253 -5%
BFM
920
Boston Financial Management
Massachusetts
$803K +$73.7K +486 +11%
BSW
921
Buckingham Strategic Wealth
Missouri
$800K +$910 +6 +0.1%
HSA
922
HBK Sorce Advisory
Pennsylvania
$797K -$46.5K -307 -6%
RBC
923
Roble Belko & Company
Pennsylvania
$797K – – –
WP
924
WealthSource Partners
California
$796K -$10.8K -71 -1%
CFGS
925
Concourse Financial Group Securities
Alabama
$795K -$87.5K -577 -10%
35 36
37
38 39